Sales, Relationship Functionality in Dynamics 365 Business Central


CRM functionality-Sales and Relationship management functionality in Business Central

Sales and customer relationship module is integrated in Business Central to help SMBs to understand how customer behaves and interacts to the store. For SMBs in UAE, implementing large CRM and ERP function department wise can be out of reach. But with Business Central it’s possible!

Business Central is the combination of both ERP and CRM features. The CRM module in Microsoft’s Business Central consists of- Sales and Relationship Management. Though Business Central includes standard configuration required for most businesses processes, it can be customized suiting your business need.

With sales option in Dynamics 365 Business Central, manage sales processes and information, such as quotes, orders, returns, and customer accounts, and make drop shipments.

The relationship management feature of Business Central help you manage and support your sales efforts. With relational management in Microsoft’s Business Central, you can keep track of sales opportunities, section your sales processes into different stages and use this information to manage your sales opportunities.

Using Dynamics 365 Business Central as Customer Relationship Management Solution

Business Central provides precise sales and relationship management features that SMBs need. Here are the management features available-

  • Managing contacts, interactions, segments (select group of contacts), sales opportunities, marketing campaigns, and integration with Dynamics 365 Sales app

  • Create sales quote for product offered, invoice sales, sell product, posting sales, and merge duplicate contacts

  • Prepare pick and drop item for shipment, catalog item shipped from a vendor to your warehouse, combine multiple shipment into single invoice

  • Create recurring sales and purchase line and a sales credit memo to revert a specific posted sales invoice

  • Manage long-term agreements between you and your vendor

  • Sell assembly items that are not currently available by creating a linked assembly order to supply the full or partial sales order quantity

Apart from plethora of CRM features, businesses can manage interactions with customers and vendors directly with Microsoft Outlook. With Outlook add-ins and Office 365 integration, your sales team can send quotes, invoices, other financial documents to vendors, facilitating seamless operations.

Find more information on Business Central core ERP features.


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